Column gripper
You can use the column gripper context menu to quickly sort or show/hide fields or insert a new field. Let's look at the various options in detail.
1. Sort
You can use the Sort option to sort your data in ascending/descending order or apply an absolute sort. For hierarchical datasets, sorting is applied to the child rows for each level of the hierarchy.
In the example, the Gross Margin measure has been sorted in ascending order, denoted by the small black upward triangle.
2. Insert
The Insert option can be used for the following operations:
Copy as data input - Create a new data input field with values copied from the selected measure.
New data input - Create a new empty data input field
Insert formula - Create a new field using a built-in formula
Learn more about data input and formula measures.
3. Pin column
The pin column option allows you to tag important columns right at the beginning of your report - saving you the effort required to scroll back and forth.
In the example below, the Gross Margin has been pinned to the beginning of the report.
You can also choose to unpin a particular field or unpin all fields.
4. Freeze column
Navigating large reports with numerous rows and columns can make data comparison cumbersome with a significant amount of scrolling. With Lumel EPM Matrix, you can freeze selected rows and columns to keep key metrics in view - making analysis faster and more efficient.
For example, to use the key metrics for 2023 Revenue as a benchmark, you can freeze the specific column as shown in the image.
You can freeze both rows and columns. Learn more about freezing rows.
Frozen rows and columns are retained in Excel and PDF exports.
5. Ignore measure in null suppression
If your report has non-numeric data along with measures, and all the measure values are null for certain rows, you may want to suppress such rows as they do not add value to the report.
Notice the row highlighted in the report below; all numeric measure values are null. You can suppress these rows with the Ignore Measure in Null Suppression option.
Notice how the highlighted row with null measure values is suppressed after selecting the option.
6. Stick Measure to Last
In some cases, using field measures can cause an automatic re-ordering of columns in the report. You may want a particular measure to always retain its position at the end. You can use the Stick Measures to Last option to assign the designated measure to the last position. The last position will be retained even if new fields are added to the visual.
The image below shows the COGS measure at the last.
7. Hide Column
You can use the Hide Column option to mask a particular column in your report. In the image below, notice how the 2024 > COGS measure has been hidden in the report.
8. Aggregation
Using this option, you can directly set the aggregation method used to calculate the totals and subtotals for a particular column. Learn more about managing aggregation.
9. Select Measure
You may need to perform operations such as applying uniform formatting for a measure. Rather than selecting each measure and applying formatting, you can use this option to select a particular measure across the entire report and apply formatting in a single shot. In the animation below, notice how the Revenue measure has been selected for all months.
You can deselect the measure using the Unselect Measure option, which is available when measures are selected.
10. Select header
The select header options enables you to select measure headers and apply custom formatting to the measure header
11. Number formatting
You can use this option to directly set a custom scaling factor for a particular measure.
12. Audit
The audit log is a full-page, spreadsheet-style window - complete with filters and dropdowns - making it easier to track and manage audits. The Data Input tab, as the name implies, captures all the changes made to data input fields. The Reports tab captures the dimensions and measures added to or modified in the report.
The image below shows the Audit screen.
13. Multi select rows
This option enables checkboxes to quickly select multiple rows. Click on the column gripper for the row dimension header to access the Multi Select Rows option.
Multi select checkboxes enabled:
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